Dentrix Ideas

1 Vote

Notification when saved cards are expired or expiring soon

This could be included in the notification bar for daily clinical notes or similar to the alert when Payment Agreements are due. Since we are unable to pull a complete list of all patients with cards on file it's unrealistic to spend the day going...

Created 09 Nov 15:18 by Erin

Ledger

0 Needs review
4 Vote

Provide a way to reverse or reopen a month end on all the accounts

Unfortunately, things get entered in error and then when the month is closed there is NO WAY to fix the errors.

Created 05 Nov 17:35 by Guest

Ledger

0 Future consideration
4 Vote

Highlight and print ONLY THE ITEMS you want to appear on ledger print out, NOT a DATE RANGE.

Sometimes, there are items such as adjustments or corrections that you don't necessarily want the patient or employers to see. It makes it more confusing for the patient to make sense of it. This is how Dolphin (Orthodontic Software) works. It's a...

Created 05 Nov 16:15 by Guest

Ledger

0 Future consideration
3 Vote

INSURANCE SHOWN IN PATIENT LEDGER

In the bottom of ledger, where it shows balance info, aging, patient, family insurance portion - it would be nice to see the patients insurance name listed somewhere in the ledger...

Created 06 Mar 20:01 by Guest

Ledger

1
4 Vote

Please allow us to reallocate an insurance payment from claim to another even after month end in an event a mistake was made during posting.

Accounting shouldn't be this hard. Especially since modern software such as quickbooks allows you to manipulate the dates and balances in an event a mistake had been made even after month end. By allowing a way to reallocating the insurance paymen...

Created 24 Oct 19:35 by Guest

Billing and Adjustments

0 Future consideration
4 Vote

make more space available in the guarantor notes

we are very detailed and put in a lot of notes in the guarantor section. This section fills up entirely too fast, please open it up to allow more space to put more notes.

Created 14 Oct 17:05 by Guest

Ledger

0 Future consideration
1 Vote

Include the full address on billing statements

Currently, the statements will only pull the address from line one in the patient's family file. We are in a small town, so a majority of our patients have PO Box addresses. We would like to have the physical address on line one and the PO Box on ...

Created 02 Nov 19:11 by Heidi Ball-Kilbourne

Statements

0 Needs review
4 Vote

Import Narrative for Claims

When adding a narrative to claims in the "Remarks for Unusual Services" it currently gives you the option to import "Notes from Procedures", which are in Progress Notes. Since providers use Clinical Notes for their diagnosis and narrative, it woul...

Created 09 Oct 16:23 by Guest

Claims / Insurance / Ledger

0 Future consideration
4 Vote

Email receipts/ledgers directly through Dentrix

There should be an email option on the ledger that allows users to email receipts/ledgers etc directly through Dentrix picking up the email from the family file instead of printing (wasting paper), scanning, emailing and then shredding.

Created 09 Oct 14:43 by Guest

Document Center / Ledger

5 Already exists
4 Vote

Adjusting font size for ledger, family file, and office manager

to allow proper functioning and visibility of app functions

Created 01 Oct 15:43 by Guest

Ledger

0 Future consideration